Flaherty & Crumrine Dynamic Preferred and Income Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.29 M | $26.76 M | 4.28% | 6.30% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 657.21 K | $13.59 M | 13.01% | 3.20% |
| COHEN & STEERS, INC. | 08/14/2026 | 496.49 K | $10.26 M | 4.20% | 2.42% |
| INVESCO LTD. | 08/14/2026 | 309.18 K | $6.39 M | 2.48% | 1.51% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 218.69 K | $4.52 M | 24.73% | 1.06% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 211.87 K | $4.38 M | -10.63% | 1.03% |
| LPL FINANCIAL LLC | 08/07/2026 | 193.62 K | $4.00 M | 2.59% | 0.94% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 163.07 K | $3.37 M | -32.84% | 0.79% |
| MORGAN STANLEY | 08/13/2026 | 136.28 K | $2.82 M | 14.91% | 0.66% |
| COLONY GROUP, LLC | 08/12/2026 | 132.31 K | $2.73 M | -7.41% | 0.64% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 104.75 K | $2.16 M | 17.19% | 0.51% |
| FIERA CAPITAL CORP | 08/07/2026 | 100.20 K | $2.07 M | 3.27% | 0.49% |
| SMITH ASSET MANAGEMENT CO., LLC | 07/14/2026 | 93.74 K | $1.94 M | -1.39% | 0.46% |
| WHIPPLEWOOD ADVISORS, LLC | 07/27/2026 | 93.30 K | $1.93 M | -1.56% | 0.45% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 87.70 K | $1.81 M | -3.32% | 0.43% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 80.67 K | $1.67 M | 69.65% | 0.39% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 62.44 K | $1.29 M | -41.98% | 0.30% |
| REVISOR WEALTH MANAGEMENT LLC | 07/22/2026 | 52.59 K | $1.09 M | -13.82% | 0.26% |
| 1776 WEALTH LLC | 08/10/2026 | 52.10 K | $1.08 M | 0.11% | 0.25% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 50.51 K | $1.04 M | 14.79% | 0.25% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 50.45 K | $1.04 M | 18.47% | 0.25% |
| PRINCIPAL SECURITIES, INC. | 08/04/2026 | 47.98 K | $991.79 K | 16.48% | 0.23% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 45.34 K | $937.00 K | 7.47% | 0.22% |
| SEAMOUNT FINANCIAL GROUP INC | 07/24/2026 | 43.90 K | $907.49 K | -2.42% | 0.21% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 43.47 K | $898.61 K | 8.66% | 0.21% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 39.23 K | $810.80 K | -1.77% | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 38.79 K | $801.80 K | -24.01% | 0.19% |
| ALPHACORE CAPITAL LLC | 08/06/2026 | 36.48 K | $754.01 K | 0.93% | 0.18% |
| CAPITAL ANALYSTS, LLC | 08/05/2026 | 36.34 K | $751.00 K | 6.28% | 0.18% |
| ROYAL BANK OF CANADA | 08/14/2026 | 31.74 K | $656.00 K | 1.61% | 0.15% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 31.37 K | $648.34 K | -6.48% | 0.15% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 30.65 K | $633.52 K | 1.26% | 0.15% |
| SAMALIN INVESTMENT COUNSEL, LLC | 07/27/2026 | 27.31 K | $564.51 K | -27.11% | 0.13% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 23.92 K | $494.35 K | -6.94% | 0.12% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 22.37 K | $462.46 K | -2.18% | 0.11% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 21.82 K | $451.08 K | -3.44% | 0.11% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 20.67 K | $427.23 K | 100.00% | 0.10% |
| PALOGIC VALUE MANAGEMENT, L.P. | 09/09/2026 | 19.50 K | $403.07 K | -4.88% | 0.09% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 19.06 K | $393.91 K | -1.39% | 0.09% |
| MATHES COMPANY, INC. | 08/11/2026 | 18.00 K | $372.00 K | 0.00% | 0.09% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 17.88 K | $369.59 K | -19.04% | 0.09% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 17.84 K | $368.74 K | -0.55% | 0.09% |
| CENTAURUS FINANCIAL, INC. | 08/17/2026 | 17.48 K | $361.00 K | 12.92% | 0.09% |
| CERITY PARTNERS LLC | 08/14/2026 | 14.30 K | $295.58 K | 0.00% | 0.07% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 12.70 K | $263.00 K | 0.00% | 0.06% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 12.53 K | $259.02 K | 52.95% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 12.46 K | $257.61 K | 1.30% | 0.06% |
| RITHOLTZ WEALTH MANAGEMENT | 08/11/2026 | 12.27 K | $253.70 K | 100.00% | 0.06% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 08/10/2026 | 12.06 K | $249.21 K | 4.83% | 0.06% |
| XTX TOPCO LTD | 08/14/2026 | 11.13 K | $230.10 K | 100.00% | 0.05% |
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Flaherty & Crumrine Dynamic Preferred and Income Fund Inc institutional Ownership - FAQ's
During the previous two years, 126 institutional investors and hedge funds held shares of Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. The most heavily invested institutionals were:
RAYMOND JAMES FINANCIAL INC: 1.29 M
SIT INVESTMENT ASSOCIATES INC: 657,212
COHEN & STEERS, INC.: 496,489
Invesco Ltd.: 309,183
Hennion & Walsh Asset Management, Inc.: 218,689
WELLS FARGO & COMPANY/MN: 211,865
26.98% of Flaherty & Crumrine Dynamic Preferred and Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 7.05 M shares in the last 24 months. This purchase volume represents approximately $146.87 M in transactions.